#105 Maria Kutscher - Smart Women, Smart Money

Money Matters With Dino

Вміст надано Money Matters With Dino and Dino Katsiametis. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Money Matters With Dino and Dino Katsiametis або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

9+ y ago 8:05

MP3•Головна епізоду

So you think women don't enjoy talking about wealth strategy and finances? Well allow me to introduce you to Certified Financial Planner Maria Kutscher. Take a look at Maria's credentials:

Certified Financial Planner
Chartered Financial Analyst
Chartered Retirement Planning Consultant
Accredited Asset Management Specialist
Founder & CEO, Allovest

Here are some of the questions Dino asked Maria on this episode:

1) What do you think is one of the biggest risks for investors this year, that they aren’t aware of?

2) So what can investors do, what are some strategies to protect the bonds in your portfolio not if, but when interest rates start to rise?

3) What’s going on with oil and should we be adding energy to our portfolios?

4) We’ve just finished 6 straight years of stock market gains… can we make it to 7 years this year?

5) Most investors have some international stocks in their portfolio…. Given what’s happening overseas, what’s the update here?

6) Mutual funds or ETF’s… What’s the difference and are investors better off with one versus other?

7) Given your experience in designing investment portfolios, what do you feel is the key to a successful long-term investing strategy?

154 епізодів

#Business #Trading #Real Estate #Money Matters With Dino #Dino Katsiametis